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Disclosery

WBH ADVISORY INC: ESGU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on ESGU, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 7,943 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,943 shares
    Change vs previous 13F +38 shares

    0.09% of the 13F portfolio, value $1,300,011.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,905 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $1,125,924.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,907 shares
    Change vs previous 13F -734 shares

    0.09% of the 13F portfolio, value $1,178,022.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,641 shares
    Change vs previous 13F +963 shares

    0.1% of the 13F portfolio, value $1,258,150.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,678 shares
    Change vs previous 13F -1,939 shares

    0.09% of the 13F portfolio, value $1,038,832.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,617 shares
    Change vs previous 13F +54 shares

    0.11% of the 13F portfolio, value $1,172,418.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,563 shares
    Change vs previous 13F -33 shares

    0.11% of the 13F portfolio, value $1,231,949.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,596 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,210,823.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).